Filed November 1, 2001 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CONDUENT HR CONSULTING, LLC5 years Filed as: CONDUENT HR SERVICES, LLC Service code 15 · EIN 04-3609848 | Recordkeeping | $357,934 |
AON CONSULTING5 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $155,855 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 11 · EIN 13-3040307 | Actuarial | $130,360 |
Filed as: MFS INSTITUTIONAL ADVISORS INC Service code 27 111 HUNTINGTON AVE STE 200 · BOSTON, MA 021997632 | Advisory (Plan) | $101,728 |
Service code 28 101 MISSION ST · SAN FRANCISCO, CA 94105 | Investment Management | $75,966 |
CAPITAL GUARDIAN2 years Service code 28 · EIN 95-2553868 | Investment Management | $73,530 |
PIMCO FUNDS1 year Filed as: PIMCO Service code 28 650 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $72,145 |
NORTHERN TRUST COMPANY5 years Filed as: THE NORTHERN TRUST COMPANY Service code 25 · EIN 36-1561860 | Directed Trustee | $60,989 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $43,233 |
DELOITTE & TOUCHE LLP5 years Filed as: DELOITTE & TOUCHE LLF Service code 10 · EIN 13-3891517 | Accounting | $42,000 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $65,170-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 29.3%-29.3pp | 0.0%0pp |
| Annual return | -15.44% | -14.80%-0.6pp | 7.07%-22.5pp | -14.80%-0.6pp |
| Employer contribution / active EE | $0 | $8,996-100.0% | $34,847-100.0% | $8,996-100.0% |
| Participant deferral / active EE | $0 | $455-100.0% | $4-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | $51-100.0% | - |